Written by StockBrokers.com
In this head to head comparison of Fidelity vs J.P. Morgan Self-Directed Investing, we will compare the trading platforms, mobile apps, investment options, costs, market research, and more. Let's dive in.
In a head-to-head comparison of investment options, Fidelity emerges as the more versatile platform, offering a broad spectrum of trading varieties and account types, earning it a five-star rating for investment options. Ranked #3 out of 18 brokers by StockBrokers.com, Fidelity sets itself apart by providing access to crypto trading for three coins, alongside robust traditional investment opportunities such as stocks, margin, fractional shares, OTC stocks, mutual funds, and options trading. J.P. Morgan Self-Directed Investing, on the other hand, also delivers comprehensive investment options including stock, margin, and mutual fund trading, but lacks the crypto trading component, which influences its slightly lower four-star rating and #10 ranking by StockBrokers.com.
Both Fidelity and J.P. Morgan Self-Directed Investing cover an array of essential investment options conducive to building a diversified portfolio. Both platforms offer stock trading, margin trading, fractional shares, OTC stocks, mutual funds, and options trading. Although neither of them supports forex or futures trading, both offer traditional and Roth IRA accounts, along with advisor services, catering to a broad customer base seeking either self-directed or guided investment strategies. However, Fidelity takes the advantage in crypto trading, presenting users with opportunities in a burgeoning market sector where J.P. Morgan falls short.
The divergence between the two brokers primarily hinges on the availability of cryptocurrency trading. Fidelity’s provision of crypto trading for three coins widens the investment horizon for its users, positioning itself as a more inclusive platform for contemporary investors eager for diversified asset classes. While J.P. Morgan Self-Directed Investing offers a strong lineup for conventional trading needs, Fidelity’s additional crypto capabilities appeal to investors seeking modern investment options, further solidifying its reputation as a leader in investment services with a comprehensively high rating and an elevated ranking by StockBrokers.com.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Margin Trading | Yes | Yes |
| Fractional Shares | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | Yes |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | Yes | No |
| Crypto Trading - Total Coins | 3 | 0 |
| Investment Options |
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
Fidelity emerges as a superior choice for traders seeking a robust and versatile trading platform compared to J.P. Morgan Self-Directed Investing. Boasting a comprehensive suite of tools and features, Fidelity has earned a 4.5-star rating for its trading platforms, ranking third among 18 brokers reviewed by StockBrokers.com. In contrast, J.P. Morgan Self-Directed Investing has a more modest offering, reflected in its 3-star rating and 14th position in the same survey. The clear disparity in ratings and rankings underscores Fidelity's advanced capabilities and user-friendly design, appealing to both novice and experienced traders alike.
When examining the trading platforms available, Fidelity offers Windows and Mac downloadable desktop options, as well as a browser-based platform. J.P. Morgan Self-Directed Investing, however, is limited to a browser-based platform. Fidelity's platform is rich with features such as the ability to adjust open orders directly on stock charts, display historical trades, and show automated technical analysis. Furthermore, Fidelity provides an extensive selection of 129 technical indicators and 38 drawing tools, surpassing J.P. Morgan’s offerings of 36 indicators and 10 tools. Additionally, Fidelity supports customizable chart profiles and notes, enhancing the user experience, whereas J.P. Morgan lacks these capabilities.
For those interested in market analysis and management tools, Fidelity excels with a trading journal and the capacity to display up to 92 columns in watch lists. J.P. Morgan, in contrast, provides only 20 columns and lacks a trading journal. Despite offering index overlays on charts and customization fields for studies, J.P. Morgan's platform does not support features like the customization of date ranges or saving multiple chart profiles. While J.P. Morgan does provide the ability to create custom studies, the overall depth and flexibility of Fidelity's platform make it a more attractive option for active and detailed-oriented traders.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | Yes | No |
| Desktop Platform (Mac) | Yes | No |
| Paper Trading | No | No |
| Watch Lists - Total Fields | 92 | 20 |
| Charting - Indicators / Studies | 129 | 36 |
| Charting - Drawing Tools | 38 | 10 |
| Platforms & Tools |
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Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024
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Fidelity stands out in the realm of beginner education and investor learning by offering comprehensive educational resources across various investment categories, including stocks, ETFs, options, mutual funds, and bonds. Its robust offerings extend to educational videos, webinars, and interactive quizzes that help solidify learning and provide a dynamic understanding of investment strategies. Additionally, Fidelity allows users to track their learning progress, ensuring that beginners in the investment world can efficiently gauge their knowledge growth. Exceptional educational resources have earned Fidelity a top-notch rating of 5 stars for education and a prestigious first-place ranking among 18 brokers by StockBrokers.com.
J.P. Morgan Self-Directed Investing also provides a solid foundation for investors looking to enhance their understanding of stocks, ETFs, options, mutual funds, and bonds. The platform provides valuable educational videos and webinars to foster a well-rounded learning experience. However, it lacks the interactive quiz component and does not offer the option to track learning progress. Still, the broker maintains a commendable education rating of 4.5 stars and holds the sixth position out of 18 brokers per StockBrokers.com rankings. Both platforms do not offer paper trading, which could be a consideration for those seeking hands-on practice in a simulated environment.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Education (Stocks) | Yes | Yes |
| Education (ETFs) | Yes | Yes |
| Education (Options) | Yes | Yes |
| Education (Mutual Funds) | Yes | Yes |
| Education (Bonds) | Yes | Yes |
| Paper Trading | No | No |
| Videos | Yes | Yes |
| Webinars | Yes | Yes |
| Education |
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
When evaluating the stock trading app capabilities of Fidelity and J.P. Morgan Self-Directed Investing, it's clear that Fidelity stands out as the more feature-rich choice. Rated five stars, Fidelity's app is ranked third out of 18 brokers by StockBrokers.com, highlighting its comprehensive offerings such as mobile after-hours trading, streaming quotes, and live TV. In contrast, J.P. Morgan's app, rated four stars and ranked twelfth, does not support features like streaming quotes and live TV, making Fidelity a more robust choice for investors seeking a versatile mobile trading experience.
Both Fidelity and J.P. Morgan offer user-friendly apps on iPhone and Android platforms, ensuring accessibility for a wide range of devices. Fidelity takes it a step further with an Apple Watch app, providing even greater mobility for tech-savvy investors, while J.P. Morgan does not support this feature. Additionally, Fidelity caters to dynamic trading needs with mobile options trading and customizable watch lists, reinforcing its commitment to providing a comprehensive trading app experience.
Charting capabilities also set Fidelity apart, offering 119 technical studies compared to J.P. Morgan's 36. Fidelity allows after-hours charting and stock comparisons directly on charts, features lacking in J.P. Morgan's offerings. Both brokers, however, enable users to view charts in landscape mode and have multiple time frames, ensuring a consistent and effective analysis tool for investors. Overall, Fidelity's extensive features and high ratings make it a top contender for those seeking a powerful and flexible stock trading app.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | Yes | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | Yes | No |
| Charting - Technical Studies | 119 | 36 |
| Mobile Trading Apps |
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Dive deeper: Best Stock Trading Apps for 2024
In the realm of online brokerage, both Fidelity and J.P. Morgan Self-Directed Investing offer competitive structures, particularly in their lack of minimum deposit requirements and zero commissions on regular stock trades. However, Fidelity stands out with lower rates for margin balances and no fees for IRA closures or full account transfers, making it a more cost-effective choice for those mindful of account maintenance and transaction costs.
Fidelity and J.P. Morgan Self-Directed Investing both attract traders with zero minimum deposit and $0 regular stock trade fees. They charge identically for options trading at $0.65 per contract. However, Fidelity holds an advantage with marginally lower interest rates on smaller margin accounts, charging 13.075% compared to J.P. Morgan's slightly higher 13.25% for balances below $25,000. These differences continue across other tiered margins, favoring Fidelity from a cost perspective.
When it comes to additional charges, Fidelity again emerges as a more economical option. It imposes no fees for IRA maintenance or closures, whereas J.P. Morgan charges a $75 fee for IRA closure along with full account transfers. Furthermore, both brokers do not charge for options exercise and assignment fees, underscoring their commitment to minimizing trading costs, although Fidelity’s advantage in certain other charges remains notable for potential investors.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.65 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $0.00 | $75.00 |
| Commissions & Fees |
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Dive deeper: Best Free Trading Platforms for 2024
When evaluating online brokers for day trading, Fidelity emerges as a robust platform with several features that cater to active traders. Fidelity offers streaming time and sales for stocks, a critical tool for understanding market trends in real-time. Traders can also take advantage of streaming live TV and direct market routing capabilities, further enhancing their trading experience. Additionally, Fidelity provides trading hotkeys for swift keyboard trade entry and access to level 2 quotes, offering deeper market insight. While it does offer basic strategy backtesting, it stands out with its short locator tool, which enables traders to view real-time availability of shortable shares. However, Fidelity lacks some advanced features like ladder trading and advanced strategy backtesting.
On the other hand, J.P. Morgan Self-Directed Investing falls short of offering many key features that day traders might consider essential. It does not provide streaming time and sales, live TV, or direct market routing. The platform is also lacking in trading hotkeys, level 2 quotes, and strategy backtesting, both basic and advanced. Additionally, J.P. Morgan Self-Directed Investing doesn't offer a short locator tool, leaving traders with limited visibility into short-selling opportunities. Both platforms do not offer ladder trading or order liquidity (maker/taker) rebates, but for a feature-rich day trading experience, Fidelity clearly holds the upper hand over J.P. Morgan Self-Directed Investing.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Streaming Time & Sales | Yes | No |
| Streaming TV | Yes | No |
| Direct Market Routing - Stocks | Yes | No |
| Level 2 Quotes - Stocks | Yes | No |
| Trade Ideas - Backtesting | Yes | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | Yes | No |
Dive deeper: Best Day Trading Platforms for 2024
In comparing the market research capabilities of Fidelity to J.P. Morgan Self-Directed Investing, Fidelity comes out ahead with a comprehensive suite of resources and tools for investors. Fidelity offers broader coverage with downloadable PDF reports for stocks and ETFs, advanced features like social media sentiment analysis and ESG research, and it achieves a higher market research rating of 5 stars. In contrast, J.P. Morgan Self-Directed Investing, with a 4-star rating, lacks the depth of research tools that Fidelity provides, such as social media sentiment and ESG analysis. According to StockBrokers.com, Fidelity is ranked 5th out of 18 brokers, showcasing its strong position compared to J.P. Morgan, which stands at 8th.
Both Fidelity and J.P. Morgan Self-Directed Investing offer extensive research for stocks, ETFs, mutual funds, and bonds. They provide capabilities to evaluate portfolio allocation by asset class and both support stock, ETF, mutual fund, and bond screeners for generating trade ideas. Furthermore, they are equipped to conduct research on Pink Sheets/OTCBB securities, providing wide-ranging reach for investors seeking diverse research opportunities.
However, when it comes to accessing downloadable PDF research reports, distinct differences emerge. Fidelity offers a significant 11 downloadable PDF reports for stocks and also extends this service to ETFs, whereas J.P. Morgan Self-Directed Investing lags with only 2 stock reports and no support for ETF report downloads. Neither platform offers downloadable reports for mutual funds, emphasizing an opportunity for future enhancements. Fidelity’s superior research utilities, including innovative features like social media sentiment and ESG reports absent in J.P. Morgan, affirm its edge in market research services.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | Yes |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | Yes |
| Research - Mutual Funds | Yes | Yes |
| Screener - Mutual Funds | Yes | Yes |
| Research - Bonds | Yes | Yes |
| Screener - Bonds | Yes | Yes |
| Research |
|
|
When comparing the banking capabilities of Fidelity and J.P. Morgan Self-Directed Investing, there are notable differences and similarities. J.P. Morgan Self-Directed Investing stands out by offering both checking and savings accounts, which Fidelity does not. However, both platforms provide customers with debit cards and credit cards, ensuring easy access to funds and reward opportunities. In terms of loan services, both Fidelity and J.P. Morgan Self-Directed Investing offer mortgage options, catering to those seeking home financing. Furthermore, both platforms extend their banking services to include Certificates of Deposit (CDs), facilitating secure saving strategies. These variances and commonalities highlight the distinct and overlapping banking features of Fidelity and J.P. Morgan Self-Directed Investing.
| Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
|---|---|---|
| Checking Accounts | No | Yes |
| Savings Accounts | No | Yes |
| Debit Cards | Yes | Yes |
| Credit Cards | Yes | Yes |
| Mortgage Loans | Yes | Yes |
| CDs | Yes | Yes |
Dive deeper: Best Bank Accounts for Trading Stocks for 2024
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that Fidelity is better than J.P. Morgan Self-Directed Investing. Fidelity finished with an overall score of 98.7%, while J.P. Morgan Self-Directed Investing finished with a score of 82.2%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
Fidelity outshines J.P. Morgan Self-Directed Investing in the crypto trading arena by offering access to 3 cryptocurrencies, whereas J.P. Morgan provides no options for digital coin trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2024
Both Fidelity and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, while Fidelity charges no fee for closing IRA accounts, J.P. Morgan Self-Directed Investing imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2024
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0 of 5| Overall Rating | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Review | Fidelity Review | J.P. Morgan Self-Directed Investing Review |
| Broker Screenshots | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Trading Fees | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.00 | $0.00 | |
| Mutual Fund Trade Fee | Varies | $0 | |
| Options (Per Contract) | $0.65 | $0.65 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | $32.95 | Varies |
| Margin Rates | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Margin Rate Under $25,000 | 13.075% | 13.25% | |
| Margin Rate $25,000 to $49,999.99 | 12.575% | 13% | |
| Margin Rate $50,000 to $99,999.99 | 12.125% | 12.5% | |
| Margin Rate $100,000 to $249,999.99 | 11.575% | 12.25% | |
| Margin Rate $250,000 to $499,999.99 | 11.325% | 12.25% | |
| Margin Rate $500,000 to $999,999.99 | 9.00% | 11.5% | |
| Margin Rate Above $1,000,000 | 8.75% | 11% |
| Account Fees | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $0.00 | $75.00 | |
| Account Transfer Out (Partial) | $0.00 | $0.00 | |
| Account Transfer Out (Full) | $0.00 | $75.00 | |
| Options Exercise Fee | $0.00 | $0.00 | |
| Options Assignment Fee | $0.00 | $0.00 |
| Investment Options | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Margin Trading | Yes | Yes | |
| Fractional Shares | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 4 | 1 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | Yes | No | |
| Crypto Trading - Total Coins | 3 | 0 | |
| Mutual Funds (No Load) | 5843 | 3500 | |
| Mutual Funds (Total) | 10000 | 3500 | |
| Bonds (US Treasury) | Yes | Yes | |
| Bonds (Corporate) | Yes | Yes | |
| Bonds (Municipal) | Yes | Yes | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | Yes | |
| International Countries (Stocks) | 25 | 0 |
| Order Types | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | Yes | No | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | Yes | No | |
| Order Type - OCO | Yes | No | |
| Order Type - OTO | Yes | No | |
| Order Type - Broker Assisted | Yes | Yes |
| Beginners | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Education (Stocks) | Yes | Yes | |
| Education (ETFs) | Yes | Yes | |
| Education (Options) | Yes | Yes | |
| Education (Mutual Funds) | Yes | Yes | |
| Education (Bonds) | Yes | Yes | |
| Education (Retirement) | Yes | Yes | |
| Retirement Calculator | Yes | Yes | |
| Investor Dictionary | Yes | No | |
| Paper Trading | No | No | |
| Videos | Yes | Yes | |
| Webinars | Yes | Yes | |
| Webinars (Archived) | Yes | No | |
| Progress Tracking | Yes | No | |
| Interactive Learning - Quizzes | Yes | No |
| Stock Trading Apps | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | Yes | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | Yes | No | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | Yes | No | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | Yes | No |
| Stock App Features | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Market Movers (Top Gainers) | Yes | Yes | |
| Stream Live TV | Yes | No | |
| Videos on Demand | Yes | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watch List (Real-time) | Yes | Yes | |
| Watch List (Streaming) | Yes | No | |
| Watch Lists - Create & Manage | Yes | Yes | |
| Watch Lists - Column Customization | Yes | Yes |
| Stock App Charting | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - After-Hours | Yes | No | |
| Charting - Can Turn Horizontally | Yes | Yes | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 119 | 36 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | Yes | No |
| Trading Platforms | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Active Trading Platform | Active Trader Pro | No | |
| Desktop Trading Platform | Yes | No | |
| Desktop Platform (Mac) | Yes | No | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | No | |
| Trade Journal | Yes | No | |
| Watch Lists - Total Fields | 92 | 20 |
| Stock Chart Features | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | Yes | No | |
| Charting - Indicators / Studies | 129 | 36 | |
| Charting - Drawing Tools | 38 | 10 | |
| Charting - Notes | Yes | No | |
| Charting - Index Overlays | Yes | Yes | |
| Charting - Historical Trades | Yes | No | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | Yes | No | |
| Charting - Custom Time Bars | Yes | No | |
| Charting - Automated Analysis | Yes | No | |
| Charting - Save Profiles | Yes | No | |
| Trade Ideas - Technical Analysis | Yes | No | |
| Charting - Study Customizations | 5 | 3 | |
| Charting - Custom Studies | No | Yes |
| Day Trading | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Streaming Time & Sales | Yes | No | |
| Streaming TV | Yes | No | |
| Direct Market Routing - Stocks | Yes | No | |
| Ladder Trading | No | No | |
| Trade Hotkeys | Yes | No | |
| Level 2 Quotes - Stocks | Yes | No | |
| Trade Ideas - Backtesting | Yes | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | Yes | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | Yes | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Bonds | Yes | Yes | |
| Screener - Stocks | Yes | Yes | |
| Screener - ETFs | Yes | Yes | |
| Screener - Mutual Funds | Yes | Yes | |
| Screener - Bonds | Yes | Yes | |
| Misc - Portfolio Allocation | Yes | Yes |
| Stock Research | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Stock Research - PDF Reports | 11 | 2 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | Yes | No | |
| Stock Research - Social | Yes | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | Yes | No | |
| Stock Research - SEC Filings | Yes | No |
| ETF Research | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| ETFs - Strategy Overview | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Net Assets | Yes | Yes | |
| ETF Fund Facts - Total Holdings | Yes | Yes | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | Yes | |
| ETFs - Risk Analysis | Yes | No | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | Yes | |
| ETFs - PDF Reports | Yes | No |
| Mutual Fund Research | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Mutual Funds - Strategy Overview | Yes | Yes | |
| Mutual Funds - Performance Chart | Yes | Yes | |
| Mutual Funds - Performance Analysis | Yes | Yes | |
| Mutual Funds - Prospectus | Yes | No | |
| Mutual Funds - 3rd Party Ratings | Yes | Yes | |
| Mutual Funds - Fees Breakdown | Yes | Yes | |
| Mutual Funds - Top 10 Holdings | Yes | Yes | |
| Mutual Funds - Asset Allocation | Yes | Yes | |
| Mutual Funds - Sector Allocation | Yes | Yes | |
| Mutual Funds - Country Allocation | Yes | Yes | |
| Mutual Funds - StyleMap | Yes | Yes |
| Options Trading | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Option Chains - Basic View | Yes | Yes | |
| Option Chains - Strategy View | Yes | No | |
| Option Chains - Streaming | Yes | No | |
| Option Chains - Total Columns | 26 | 6 | |
| Option Chains - Greeks | 5 | 0 | |
| Option Chains - Quick Analysis | Yes | No | |
| Option Analysis - P&L Charts | Yes | No | |
| Option Probability Analysis | Yes | No | |
| Option Probability Analysis Adv | Yes | No | |
| Option Positions - Greeks | Yes | No | |
| Option Positions - Greeks Streaming | Yes | No | |
| Option Positions - Adv Analysis | Yes | No | |
| Option Positions - Rolling | Yes | No | |
| Option Positions - Grouping | Yes | No |
| Banking | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Bank (Member FDIC) | No | Yes | |
| Checking Accounts | No | Yes | |
| Savings Accounts | No | Yes | |
| Credit Cards | Yes | Yes | |
| Debit Cards | Yes | Yes | |
| Mortgage Loans | Yes | Yes |
| Customer Service | Fidelity | J.P. Morgan Self-Directed Investing | |
|---|---|---|---|
| Phone Support (Prospect Customers) | Yes | No | |
| Phone Support (Current Customers) | Yes | Yes | |
| Email Support | Yes | Yes | |
| Live Chat (Prospect Customers) | Yes | No | |
| Live Chat (Current Customers) | Yes | No | |
| 24/7 Support | Yes | Yes |
| Overall | Fidelity | J.P. Morgan Self-Directed Investing | |
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| Review | Fidelity Review | J.P. Morgan Self-Directed Investing Review |
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